Anic Equity¶
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Total return since start: 0.557 %¶
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Equity now: -----------------------------> 47562.74 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46167.78 Kr¶
PnL: ---------------------------------------> -720.79 Kr¶
DD now: ---------------------------------> -2.194 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 15:20:35.125697'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.730000 | 2789.500000 | 153.500000 | 5.820000 | 2636.000010 |
| Beijer Electronics Group | 26 | -3.240000 | 3104.400000 | 133.400000 | 4.490000 | 2971.000006 |
| AcadeMedia | 12 | 0.100000 | 603.000000 | 46.000000 | 8.260000 | 557.000004 |
| Corem Property Group B | 59 | -1.770000 | 621.860000 | 44.860000 | 7.770000 | 576.999999 |
| MedCap | 2 | -1.510000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| HMS Networks | 2 | -1.390000 | 707.200000 | 34.200000 | 5.080000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -2.020000 | 389.000000 | 34.000000 | 9.580000 | 355.000000 |
| Resurs Holding | 22 | 0.290000 | 605.440000 | 31.440000 | 5.480000 | 573.999998 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2955.000000 | 28.000000 | 0.960000 | 2927.000000 |
| Boozt | 12 | -0.500000 | 1680.000000 | 26.000000 | 1.570000 | 1653.999996 |
| SAAB B | 8 | -0.160000 | 3397.600000 | 20.600000 | 0.610000 | 3377.000000 |
| Norva24 Group | 16 | -0.400000 | 562.560000 | 19.560000 | 3.600000 | 543.000000 |
| Intrum | 4 | -0.220000 | 545.200000 | 18.200000 | 3.450000 | 527.000000 |
| OEM International B | 7 | -0.390000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Swedbank A | 3 | 1.660000 | 577.950000 | 13.950000 | 2.470000 | 564.000000 |
| Securitas B | 6 | 0.680000 | 583.920000 | 13.920000 | 2.440000 | 570.000000 |
| Coor Service Management Hold. | 8 | -0.800000 | 542.400000 | 10.400000 | 1.950000 | 532.000000 |
| Eastnine | 4 | -1.570000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.190000 | 248.400000 | 2.400000 | 0.980000 | 246.000000 |
| Handelsbanken A | 5 | 0.090000 | 546.500000 | 0.500000 | 0.090000 | 546.000000 |
| Creaspac SPAC | 6 | -0.310000 | 574.800000 | -2.200000 | -0.380000 | 577.000002 |
| Nordea Bank Abp | 29 | 0.150000 | 3449.260000 | -4.740000 | -0.140000 | 3453.999992 |
| CTEK | 13 | -3.080000 | 520.130000 | -13.870000 | -2.600000 | 533.999999 |
| Midsona B | 63 | -0.660000 | 565.740000 | -17.260000 | -2.960000 | 582.999984 |
| Essity B | 2 | -1.600000 | 554.200000 | -19.800000 | -3.450000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.430000 | 561.000000 | -33.570000 | -5.650000 | 594.565215 |
| Essity A | 4 | -1.770000 | 1112.000000 | -37.000000 | -3.220000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.000000 | 3804.500000 | -45.500000 | -1.180000 | 3850.000000 |
| Vivesto | 1368 | -0.790000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Axfood | 13 | -1.530000 | 3604.900000 | -151.100000 | -4.020000 | 3756.000001 |
| OX2 | 18 | -1.380000 | 1420.200000 | -243.800000 | -14.650000 | 1663.999992 |
| Fasadgruppen Group | 35 | 1.900000 | 3563.000000 | -248.000000 | -6.510000 | 3810.999990 |
| Ovzon | 52 | -3.570000 | 2808.000000 | -554.000000 | -16.480000 | 3361.999992 |
| TOTAL | 46163.510000 | -725.060000 | -2.20321% | 46888.564618 |
Updated:¶
'2023-01-24 15:19:48.397969'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
